Swiftwater Capital is a fee-only registered investment advisor specializing in serving individuals near or in retirement. Swiftwater offers cash flow studies, investment management services, and support for estate planning and administration. Their services include advice from a staff attorney and CPA. Swiftwater does not receive commissions; compensation is paid directly by clients.
Assets Under Management$170M
Clients49
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.15% |
Fees are negotiable. Accounts of members of the same household, emancipated children, and parents can be aggregated, with each account charged a pro rata share of the aggregate fee based on that family member’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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